Jacob Paul Follis

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-04-08
WI	RA	APPROVED	2026-02-27

Branch Locations

One Bryant Park, New York, NY 10036 • UNITED STATES

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Burlington	WI	01/2026	Present
The University Of Alabama	Tuscaloosa	AL	08/2022	12/2025
Form Wealth Advisors	Lake Geneva	WI	05/2025	09/2025
Department Of Economics, Finance, And Legal Studies	Tuscaloosa	AL	08/2024	10/2025
Department Of Public Works	Burlington	WI	06/2022	08/2024
Burlington Area School District	Burlington	WI	01/2016	06/2022
Lavelle Industries	Burlington	WI	06/2021	08/2021
Bank Of America, N.A.	Burlington	WI	01/2026	Present

01/2026 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Burlington, WI
08/2022 → 12/2025

The University Of Alabama

Tuscaloosa, AL
05/2025 → 09/2025

Form Wealth Advisors

Lake Geneva, WI
08/2024 → 10/2025

Department Of Economics, Finance, And Legal Studies

Tuscaloosa, AL
06/2022 → 08/2024

Department Of Public Works

Burlington, WI
01/2016 → 06/2022

Burlington Area School District

Burlington, WI
06/2021 → 08/2021

Lavelle Industries

Burlington, WI
01/2026 → Present

Bank Of America, N.A.

Burlington, WI

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-02-27

Other Firms